Startwork is permission based
To update, your account must have one of the following roles enabled:
Role: Company Admin, Company Manager, Project Coordinator
Custom role with: Worker hiring and startwork - Full access, Project access only
You can include signature lines for a worker and company members to electronically sign and add initials within PDF startwork documents.
All captured signatures will include the signature, and signature date at the bottom of the electronically signed document.
To add an electronic signature line to a startwork document:
On the Startwork page click on a document name to open it in the startwork editor. If you don’t see the option to Insert Fields in the toolbar, click the Publish button to convert the document to a PDF which will reveal the Insert Fields option.
Click Insert Fields in the startwork editor toolbar to access additional tools
Beneath Insert Fields, click the signature icon to open the Add a signature field panel
In the panel, click the Signer dropdown menu to select who you want to create a signature line for. You can select the worker, Any authorized company member, a specific company member, or a company role that has permission to approve and countersign startwork. The Signer menu will only list company members and roles that have the required permission.
Under the Signer dropdown menu, click to choose if you want the signature line to require either a Signature or Initials
If you want to make the signature optional, you can click to disable Required
Click the Add signature field button
Use your cursor to drag, resize, and place the signature field in the document
Once you have finished adding signature fields to the startwork document click Save changes
To preview the document, click the Enter preview mode button. When you have finished previewing the document, click Exit preview mode.
Click the Publish button to make the startwork document available to assign to workers
When signature lines are added to a startwork document:
Assigned workers will be prompted to sign the document during onboarding
Once an assigned worker electronically signs the document, the authorized company members will be able to electronically countersign them
To review signature requirements for a startwork document:
Navigate to the assigned worker's profile and scroll down the page until you see the Startwork section
Under Startwork, look for a note showing the number of required signatures. Hover your cursor over the note to see who needs to sign the document, and the status of its completion.
Click Insert Fields, then click the signature icon. In the Add signature field panel, configure the signature settings.
Click Add signature field, then use your cursor to adjust the position of the signature line in the document.